Automatic settlement of Project Credit Note against the original Project Invoice
Currently, when a Project Credit Note is created in Dynamics 365 Finance based on an existing Project Invoice, both the original invoice and the credit note remain open after posting.
Although the credit note is directly related to and reverses a specific project invoice, the system does...
Create credit note directly from free text invoice
We would like the ability to create a credit note directly from a free text invoice, using the same amount with the opposite sign. Currently, credit notes must be created manually.
It is possible to link a manually created credit note to a previously issued free text invoice b...
Prevent incorrect CustVendCreditInvoicingJour record creation when invoicing remaining Sales Order lines after a credit note
Problem Statement
When a Sales Order contains multiple lines and invoices are generated in stages, the system can incorrectly create records in CustVendCreditInvoicingJour for subsequent invoices after a credit note has been created.
Add Proforma Invoice as a separate document type in Print Management with configurable destinations
Currently, D365FO supports Print Management destinations for regular customer invoices, free text invoices and other business documents, but Proforma invoices are not available as a dedicated document type. This makes it impossible to configure automatic, different print destinations for Profo...
Make attachments stored against an invoice available on the customer transactions page
When attaching a document to a customer invoice it does not surface on the customer transactions page. When following the same process for vendor invoices, the attachment does surface on the vendor transactions page. There is a different product team for Accounts Receivable and Accounts Payabl...
Prepayment support for consolidated sales order invoice
Issue Description
The customer would like to post a consolidated sales order invoice that combines multiple sales orders into a single invoice.
In this scenario, each sales order has its own customer prepayment. However, the current consolidated sa...
Add parameter in Accounts Receivable parameters to select whether customer payment proposal uses the bank account on the invoice or from the customer record
When a sales order invoice is posted, the system stores the customer bank account that was configured as the default at the time of invoicing.
If the customer’s default bank account is changed after the invoice has been posted, the bank account selected during settlement depends on how t...
LATAM Fields Not Auto-Filled in Customer Payment Settlement
When a customer payment journal is created and transactions are settled, the LATAM fields are not filled in automatically according to the set configuration, requiring manual completion. There is no issue if the amount is entered manually without settling, or if the amount is edited after sett...
D365 - There is no email alert setup available under Customer Invoicing workspace to trigger FTI/SO history emails
Issue:
D365 – No email alert configuration available in the Customer Invoicing workspace for Free Text Invoice (FTI) / Sales Order (SO) history failures
Description:
The standard
“Field Contact name must be filled in” warning message when e.invoice is enable.
When e.invoice is enable on customre masterdata, warning message “Field Contact name must be filled in” pops up each time an invoice is posted.
Contact is not mandatory on e.invoice so it should not show.
Even if not blocking, it is one more message showing for nothing...